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About the Transition
“Joining WPWealth represents an exciting next chapter for Optimus Capital Advisors,” stated John Gesek, Optimus Capital Advisors Founder and Senior Financial Advisor. “By combining our strengths, we are creating new opportunities for our clients and our team while preserving the values that have guided our firm from the beginning. We are excited to be part of an organization that is investing in growth, innovation, and the future of independent wealth management.”
Get to Know WPWealth
For over 20 years, WPWealth has been providing high-quality financial services to a diverse range of clients. As a Registered Investment Advisor, we serve clients across Texas with a team of CFPs, CPAs, and other professionals. We specialize in goal-oriented planning, comprehensive strategies, client education, tax coordination, evidence-based investing, and specialized services tailored to individual needs.
Get to Know WPWealth
For over 20 years, WPWealth has been providing high-quality financial services to a diverse range of clients. As a Registered Investment Advisor, we serve clients across Texas with a team of CFPs, CPAs, and other professionals. We specialize in goal-oriented planning, comprehensive strategies, client education, tax coordination, evidence-based investing, and specialized services tailored to individual needs.
For Optimus Legacy Clients
For current Optimus clients, our goal is to make this transition as smooth as possible and provide the same outstanding service you are accustomed to. Please contact John or Jack below if you have any questions. The Coppell location will remain open for the time being.
For Optimus Legacy Clients
For current Optimus clients, our goal is to make this transition as smooth as possible and provide the same outstanding service you are accustomed to. Please contact John or Jack below if you have any questions. The Coppell location will remain open for the time being.